GI
GAMMA Investing Portfolio holdings
AUM
$1.81B
1-Year Est. Return
26.4%
1 Year Est. Return
+26.4%
AUM
$1.58B
AUM Growth
+$249M
(+19%)
Holding
3,941
Top Buys
| 1 | +$15.5M | |
| 2 | +$9.49M | |
| 3 | +$5.02M | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$3.91M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.66M |
Top Sells
| 1 | +$5.92M | |
| 2 | +$5.06M | |
| 3 | +$4.64M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.35M |
| 5 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$3.9M |
Sector Composition
| 1 | Technology | 26.33% |
| 2 | Financials | 13.43% |
| 3 | Consumer Discretionary | 8.83% |
| 4 | Industrials | 8.49% |
| 5 | Healthcare | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$218B
| $4.24M | 0.27% |
14,497
+3,299
|
|
||
52
Salesforce
CRM
$237B
| $4.21M | 0.27% |
15,457
+1,291
|
|
||
53
ServiceNow
NOW
$187B
| $4.17M | 0.26% |
4,059
+681
|
|
||
54
Caterpillar
CAT
$255B
| $4.16M | 0.26% |
10,714
-597
|
|
||
55
Palantir
PLTR
$428B
| $4.15M | 0.26% |
30,410
+7,757
|
|
||
56
iShares Core S&P 500 ETF
IVV
$659B
| $4.15M | 0.26% |
6,676
-645
|
|
||
57
Texas Instruments
TXN
$160B
| $3.99M | 0.25% |
19,224
+181
|
|
||
58
Morgan Stanley
MS
$261B
| $3.99M | 0.25% |
28,321
+4,743
|
|
||
59
Chevron
CVX
$305B
| $3.92M | 0.25% |
27,365
-4,964
|
|
||
60
Walt Disney
DIS
$198B
| $3.77M | 0.24% |
30,433
+5,603
|
|
||
61
Linde
LIN
$209B
| $3.76M | 0.24% |
8,015
+679
|
|
||
62
UnitedHealth
UNH
$324B
| $3.73M | 0.24% |
11,969
-3,869
|
|
||
63
Intuitive Surgical
ISRG
$157B
| $3.66M | 0.23% |
6,734
+619
|
|
||
64
Verizon
VZ
$170B
| $3.57M | 0.23% |
82,397
+13,756
|
|
||
65
Accenture
ACN
$147B
| $3.54M | 0.22% |
11,830
+865
|
|
||
66
Progressive
PGR
$130B
| $3.44M | 0.22% |
12,907
+2,144
|
|
||
67
Booking.com
BKNG
$162B
| $3.43M | 0.22% |
592
+79
|
|
||
68
Citigroup
C
$175B
| $3.39M | 0.21% |
39,851
+5,615
|
|
||
69
TJX Companies
TJX
$159B
| $3.36M | 0.21% |
27,221
+3,312
|
|
||
70
Automatic Data Processing
ADP
$114B
| $3.36M | 0.21% |
10,891
+1,396
|
|
||
71
Advanced Micro Devices
AMD
$388B
| $3.29M | 0.21% |
23,173
+3,619
|
|
||
72
Amgen
AMGN
$160B
| $3.29M | 0.21% |
11,773
+20
|
|
||
73
Fiserv
FI
$65B
| $3.28M | 0.21% |
19,003
+1,696
|
|
||
74
Palo Alto Networks
PANW
$140B
| $3.22M | 0.2% |
15,753
+1,628
|
|
||
75
Boston Scientific
BSX
$145B
| $3.17M | 0.2% |
29,486
+3,932
|
|